Estate Planning Glossary

per stirpesphr.//pər ˈstɪr.piːz/ (per STEER-peez)/

also known asper stirpes, strict per stirpes, by stirpes, by the branches
  1. How an inheritance is split among descendants when some have died first can turn on whether a will or trust says “per stirpes,” “by representation,” or “per capita at each generation,” three phrases that look interchangeable but can divide the same estate very differently. Under strict per stirpes, the estate is always split into equal shares at the children's generation, one share per child, and a deceased child's share drops straight down that child's branch of the family, even if no child is still living.

  2. Per stirpes (Latin for “by the branches,” from stirps, a stock or root of a family) is a method of dividing property among a person's descendants by family line. Strict per stirpes always makes the first division at the children's generation: one equal share for each child who survives and one for each child who has died leaving descendants, regardless of whether any child is actually living. Each deceased child's share then passes down that child's own branch, split among that branch's descendants the same way.

    Its defining feature is that the division always begins at the children's level. That is what separates it from by representation and per capita at each generation, both of which begin the division at the nearest generation that has a living member. Per stirpes keeps each family branch's total intact down the line; per capita at each generation instead pools the shares of the deceased and redistributes them equally, so that descendants equally related to the decedent come out equal. Because the same words can produce different results, the method should be stated expressly rather than left to a default rule.

Colorado & Wyoming notes

Colorado, a Uniform Probate Code state, makes per capita at each generation its intestacy default; it governs the shares of intestate heirs (C.R.S. § 15-11-106) and is defined as a rule of construction for wills and trusts at C.R.S. § 15-11-709(2). It should not be confused with “by representation” (§ 15-11-709(5)), which keeps a deceased descendant's share within that person's own branch rather than pooling it. Wyoming has not adopted the UPC. Under Wyo. Stat. § 2-4-101, Wyoming follows strict per stirpes: the division point is fixed at the children's generation, and descendants of a predeceased child collectively inherit the share their parent would have taken if living. So identical language can distribute an estate differently depending on which state's law controls.

Related terms